Position in MSCI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$6,782,362
+$1,586,090 QoQ
Shares Held
12,583
+38.9% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 3.012000317889216.ToString("F0")%
Shared 0.ToString("F0")%
None 96.98799968211078.ToString("F0")%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026CWM, LLC holds $95,548,230 across 13 Financial Data & Stock Exchanges names. MSCI ranks #4 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBOE |
Cboe Global Markets, Inc.
|
115,114 | $32,355,091 | |
| 2 | SPGI |
S&P Global Inc.
|
42,127 | $17,918,298 | |
| 3 | CME |
Cme Group Inc.
|
46,992 | $13,879,087 | |
| 4 | MSCI |
MSCI Inc.
This page
|
12,583 | $6,782,362 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
60,327 | $5,121,159 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
30,130 | $4,738,846 | |
| 7 | MCO |
Moodys Corp /De/
|
10,568 | $4,610,290 | |
| 8 | COIN |
Coinbase Global, Inc.
|
19,195 | $3,351,638 |
All Filings in MSCI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,782,362 | 12,583 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,196,272 | 9,057 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $8,267,163 | 14,570 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $6,233,982 | 10,809 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $8,203,708 | 14,507 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,876,447 | 4,794 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,225,626 | 3,818 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,223,645 | 2,540 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,816,418 | 3,241 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $919,181 | 1,625 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $827,084 | 1,612 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $711,443 | 1,516 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $833,378 | 1,489 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $694,033 | 1,492 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $545,796 | 1,294 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $437,703 | 1,062 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $321,843 | 640 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $253,040 | 413 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $115,145 | 216 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $90,564 | 216 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $96,450 | 216 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $77,064 | 216 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $72,105 | 216 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $62,415 | 216 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||